Rockbridge Investment Management’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

Rockbridge Investment Management’s Portfolio WCLD Stock Details WCLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-650	Closed	-$26.9K	–	800
2022 Q1	$26.9K	Hold	650	–	–	﹤0.01%	381
2021 Q4	$34K	Hold	650	–	–	0.01%	413
2021 Q3	$37K	Hold	650	–	–	0.01%	367
2021 Q2	$36K	Hold	650	–	–	0.01%	359
2021 Q1	$31K	Hold	650	–	–	0.01%	354
2020 Q4	$35K	Hold	650	–	–	0.01%	333
2020 Q3	$28K	Hold	650	–	–	0.01%	333
2020 Q2	$25K	Buy	+650	New	+$20.6K	0.01%	312

Other funds holding WCLD

EEP

Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Rockbridge Investment Management's WCLD Position: Q2 2022 in Review

Rockbridge Investment Management sold out of WisdomTree Cloud Computing Fund (WCLD) in Q2 2022, closing a stake of 650 shares — an estimated $26.9K sold.

Rockbridge Investment Management first reported a position in WCLD in Q2 2020 and held it in 8 quarters. The position peaked at $37K in Q3 2021. 135 funds tracked by Wall St. Rank hold WCLD as of Q2 2022.

Rockbridge Investment Management reported no remaining WisdomTree Cloud Computing Fund position as of Q2 2022 after selling out during the quarter.
Rockbridge Investment Management sold 650 WisdomTree Cloud Computing Fund shares in Q2 2022, an estimated $26.9K.
Rockbridge Investment Management first reported a position in WisdomTree Cloud Computing Fund in Q2 2020 and held it in 8 quarters.
Rockbridge Investment Management's WisdomTree Cloud Computing Fund position peaked at $37K in Q3 2021.
135 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.